The Master Genealogist for Beginners 2012

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This tutorial was given at Gloucestershire Regional Meeting of the Guild of One-Name Studies on March 31, 2012.

It covers the basics of getting started with The Master Genealogist (TMG), including setting up options, entering data, linking families, project explorer / picklists, finding, searching and sorting. Additionally more complex scenarios is covered, including importing and exporting data, and changing or customising narrative sentences.

Also the tutorial includes how to use the companion tool Second Site to publish your TMG data in HTML format to include it on the Web, or share your data with family members on custom CDs.

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The Master Genealogist for Beginners 2012

  1. 1. The Master Genealogist by Wholly Genes SoftwareTeresa Pask(E)Uridge & Pa(r)s(k)(e)(que) (Member 293) www.uridge.org www.pask.org.uk
  2. 2. The Master Genealogist by Wholly Genes SoftwareIntroductionDemonstrations: Basic FunctionsDemonstrations: Advanced FeaturesDemonstrations: Companion Products
  3. 3. Basic Functions  Background Information  Out-of-the-Box Functionality  Setting Up Options  Entering Data  Linking Families  Project Explorer / Picklists  Finding, Searching and Sorting  Trees, Charts & BooksThe Master Genealogist, Teresa Pask / Slide 3 teresa.pask@pask.org.uk
  4. 4. If Sufficient Time – Advanced Features  Master Place List  Sentence Constructions  Roles [Witnesses]  Companion Products  Second Site version 3 – automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML  TMG Utility – database modification tool for TMGThe Master Genealogist, Teresa Pask / Slide 4 teresa.pask@pask.org.uk
  5. 5. Introduction  Release  Other tools  TMG Release 8.00  Second Site Version 4.1 –  TMG UK Release 8.00 generates web pages (500+ pages)  Hardware  TMG Utility – database  Windows Windows 98, NT, 2000, ME, XP, or Vista modification tool for TMG  Pentium 166 with 64 Megs of  Excel RAM (256 recommended) running Windows 2000, XP, or Vista 32-bit & 64-bit.  A screen resolution of at least 1024x768 is strongly recommended  Personal Usage  One-Name Studies 14,500+  Basis for websites www.uridge.org www.pask.org.ukThe Master Genealogist, Teresa Pask / Slide 5 teresa.pask@pask.org.uk
  6. 6. TMG UK Version  The "UK Edition" is a set of special UK-oriented customisations that are automatically applied to a standard installation of The Master Genealogist.  English (U.K.) reflects UK spellings and phrases on the screens and menus.  Five new UK-oriented timelines  The internal spell checker supports 200+ additional UK spellings.  82 Custom UK source categories “The UK edition removes all those (including Apprenticeship records, irritating Americanisms that so often GRO indexes, and others) mar otherwise excellent software, and it replaces them with the UK equivalent  Custom tag types, roles, and - a big improvement...” sentences, including Census 1841 - Family Tree Magazine October, 2004 Census 1911; Deportation; Birth Reg, Death Reg Mar RegThe Master Genealogist, Teresa Pask / Slide 6 teresa.pask@pask.org.uk
  7. 7. Getting Started  Out-of-the-Box  New Project Wizard  Step 1: Welcome  Step 2: Enter your name  Step 3: Enter your father  Step 4: Enter your mother  Step 5: Enter your parent’s marriage  Step 6: Enter your source  Step 7: Finish DemonstrationThe Master Genealogist, Teresa Pask / Slide 8 teresa.pask@pask.org.uk
  8. 8. Importing & Exporting GEDCOM  TMG will import data through GEDCOM v4.0 or v5.5  The following formats and versions are supported directly (i.e., without GEDCOM) using TMGs GenBridge™:  Family Gathering™  Family Origins™ v4,5,6,7,8,9,10  Family Tree Maker™ v3-11, 2005  Generations™  Legacy™ v3, v4, v5  Personal Ancestral File™ v2.x, v3.x, 4.x, 5.x  Roots IV™ Roots V™v1,2,3,4  Ultimate Family Tree™  Visual Roots™  Direct Export to PDA  Pocket Genealogists (Smartphone)  GedStar Pro for TMG (Palm)The Master Genealogist, Teresa Pask / Slide 9 teresa.pask@pask.org.uk
  9. 9. Adding Multiple People (New in TMG8)  Add Family  Adding Multiple Sons, Daughters or Children  Adding Multiple Brothers or Sisters  Using the Add Multiple People / Add Family ScreenThe Master Genealogist, Teresa Pask / Slide 10 teresa.pask@pask.org.uk
  10. 10. Importing from CSV file (New in TMG8)  You can assign each CSV file column to a corresponding column on the Add Multiple People or Add Family screenThe Master Genealogist, Teresa Pask / Slide 11 teresa.pask@pask.org.uk
  11. 11. Importing from CSV file (New in TMG8)  The Import will load the Multiple People spreadsheet.  You can then edit the spreadsheet before clicking OK. DemonstrationThe Master Genealogist, Teresa Pask / Slide 12 teresa.pask@pask.org.uk
  12. 12. Setting Up Options  Welcome window simplifies start-up options  Fully customizable – unlimited options  Layouts  Toolbars  Preferences  General Format, font, size  Colours  Dates  Prompts DemonstrationThe Master Genealogist, Teresa Pask / Slide 13 teresa.pask@pask.org.uk
  13. 13. Help & Aids  Online Help  Tips and Hints – new feature at start-up  Cue cards – purpose and options of major screens  Context-sensitive help  Hot/Repeat Keys  Toolbar or Ctrl Keys  Function (Hot) Keys – F3 repeat  Text Macros  Last Viewed Person  Bookmarks  Beginner vs Advanced Mode  Default Basic features (Beginner) DemonstrationThe Master Genealogist, Teresa Pask / Slide 14 teresa.pask@pask.org.uk
  14. 14. Entering Data  Tags A tag is a collection of certain fields in which information is stored about a name, an event, or a relationship.  Advanced Mode  Event-specific names  Roles  Witnesses  Sentences  Sureties  Custom Tool Bar DemonstrationThe Master Genealogist, Teresa Pask / Slide 15 teresa.pask@pask.org.uk
  15. 15. Linking Families  Add Person function  Independent, unrelated  Husband, wife, spouse, father, mother …  Copy person  Add Person window  Person view, Family view, Tree view  Children and Siblings windows DemonstrationThe Master Genealogist, Teresa Pask / Slide 16 teresa.pask@pask.org.uk
  16. 16. Project Explorer / Picklists  Project Explorer  Windows Explorer type display  Similar to a navigable descendant chart  Picklists  Faster and easier for looking for a person by name  Simple or Expanded Picklist  Sort By  Surname or Surname Soundex  Given Name  Birth date or Death date  ID Number or Reference fieldThe Master Genealogist, Teresa Pask / Slide 17 teresa.pask@pask.org.uk
  17. 17. Finding, Searching and Sorting  Filters can be created, saved and applied to:  Project Explorer  Picklists  Reports  Flags  Identify certain features - Standard flags  Customized flags  Apply flags in secondary output option  Accents  Highlight depending on a criteria  Available in many screens  Person, Family, and Tree Views  Children and Siblings window  Project Explorer  Expanded Picklist DemonstrationThe Master Genealogist, Teresa Pask / Slide 18 teresa.pask@pask.org.uk
  18. 18. Maintaining Flags  Flags - Identify certain features  Control Accent colours  Select people for various operations  Standard flags:  Sex  Living  Birth Order  Adopted  Multiple Birth  Ancestor Interest  Descendant Interest  Customized flags  Create, Edit, Delete  Enable, DisableThe Master Genealogist, Teresa Pask / Slide 19 teresa.pask@pask.org.uk
  19. 19. Trees, Charts & Books  Reports  Most commonly used report types  Extensive Report definition functions  Options tabs – for example, Dates, Exhibits, Fonts, Output Columns, Page Options  Book Manager option  Charts  Ancestor Chart  Descendant Chart  Hourglass Chart  Fan Chart  Bitmap (.BMP),  JPeg Image (.JPG),  Visual Chartform (.VC2)  Output  Output to screen, printer, file  Acrobat file – PDF DemonstrationThe Master Genealogist, Teresa Pask / Slide 20 teresa.pask@pask.org.uk
  20. 20. If Sufficient Time – Advanced Features  Master Place List  Sentence Constructions  Roles [Witnesses]  Companion Products  Second Site version 4– automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML  TMG Utility – database modification tool for TMGThe Master Genealogist, Teresa Pask / Slide 23 teresa.pask@pask.org.uk
  21. 21. Master Place ListThe Master Genealogist, Teresa Pask / Slide 24 teresa.pask@pask.org.uk
  22. 22. Master Place List – Reindex & Optimise After updating the Master Place Index use Maintenance > Reindex Followed by Maintenance > Optimise DemonstrationThe Master Genealogist, Teresa Pask / Slide 25 teresa.pask@pask.org.uk
  23. 23. Tags A tag is a collection of certain fields in which information is stored about a name, an event, or a relationship. Name Event RelationshipThe Master Genealogist, Teresa Pask / Slide 26 teresa.pask@pask.org.uk
  24. 24. Sentences The structure of sentences to be used in narrative reports can be modified easily (in Advanced Mode only). Both the default sentences created by TMG and the sentences within individual events can be changed.The Master Genealogist, Teresa Pask / Slide 27 teresa.pask@pask.org.uk
  25. 25. Creating a Tag or Changing the Default SentenceThe Master Genealogist, Teresa Pask / Slide 28 teresa.pask@pask.org.uk
  26. 26. Tag Type Definition – General Tab Language Label Address StyleThe Master Genealogist, Teresa Pask / Slide 29 teresa.pask@pask.org.uk
  27. 27. Tag Type Definition – Roles and Sentences TabThe Master Genealogist, Teresa Pask / Slide 30 teresa.pask@pask.org.uk
  28. 28. Tag Type Definition – Other Tab Defaults normally sufficeThe Master Genealogist, Teresa Pask / Slide 31 teresa.pask@pask.org.uk
  29. 29. Add New Role – Also Referred to as Witness Select existing role that it is similar toThe Master Genealogist, Teresa Pask / Slide 32 teresa.pask@pask.org.uk
  30. 30. Change Sentence Structure Change sentence from she to he Change Sex to Male Use arrow to move the role up the listThe Master Genealogist, Teresa Pask / Slide 33 teresa.pask@pask.org.uk
  31. 31. The Master Genealogist by Wholly Genes SoftwareIntroductionDemonstrations: Basic FunctionsDemonstrations: Advanced FeaturesDemonstrations: Companion Products
  32. 32. Companion Products  Second Site – automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML  TMG Utility – database modification tool for TMGThe Master Genealogist, Teresa Pask / Slide 35 teresa.pask@pask.org.uk
  33. 33. Preparing a Web Page  TMG Options  Output to HTML format  Customizable, knowledge of basic HTML  SecondSite automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML.The Master Genealogist, Teresa Pask / Slide 36 teresa.pask@pask.org.uk
  34. 34. Second Site - Six easy steps: 1. Start the program Second Site (available from http://www.johncardinal.com) TMG should not be running when you use Second Site. 2. Make a “Site Definition File” Use the File > New... command to make a new Site Definition File (SDF). Second Site stores the options you select to customize your site in this file. Select "English - Standard" at the "Read default values from:" prompt. 3. Identify your TMG database Click the [Set Database...] button in the Data > Database section, navigate to your TMG database in the File Open dialog, and click [Open]. 4. Give your site a name Key a title in the Pages > Site.Title textbox. Fill in the other textboxes in the Pages.Site section if you want. 5. Identify yourself Key your name in the Pages > Compiler.Name textbox. Fill in the other textboxes in the Pages > Compiler section if you want. You should enter an e-mail address if you want site visitors to be able to contact you. 6. Make the site Use the File > Make Site command to make the site. When Second Site is done making the site, a window will open with some status messages and some command buttons. Click the [Browse Site] button to open the main page of your site.The Master Genealogist, Teresa Pask / Slide 37 Demonstration teresa.pask@pask.org.uk
  35. 35. Step 2: Make a “Site Definition File” Use the File > New... command to make a new Site Definition File (SDF). Second Site stores the options you select to customize your site in this file. Select "English - Standard" at the "Read default values from:" prompt.The Master Genealogist, Teresa Pask / Slide 38 teresa.pask@pask.org.uk
  36. 36. Step 3: Identify your TMG database Click the [Set Database...] button in the Data > Database section, navigate to your TMG database in the File Open dialog, and click [Open].The Master Genealogist, Teresa Pask / Slide 39 teresa.pask@pask.org.uk
  37. 37. Step 3: Identify your TMG Database All the tags defined in the database are displayed in the Tags box You can deselect tags to be excludedThe Master Genealogist, Teresa Pask / Slide 40 teresa.pask@pask.org.uk
  38. 38. Step 4: Give your Site a Name  Key a title in the Pages > Site.Title textbox. Fill in the other textboxes in the Pages.Site section if you want.The Master Genealogist, Teresa Pask / Slide 41 teresa.pask@pask.org.uk
  39. 39. Site Title - Impact Second Site HTML Header FooterThe Master Genealogist, Teresa Pask / Slide 42 teresa.pask@pask.org.uk
  40. 40. Step 6: Make the Site Use the File > Make Site command to make the site. When Second Site is done making the site, a window will open with some status messages and some command buttons. Click the [Browse Site] button to open the main page of your site. Progress can be seen in the bar in the left-hand bottom corner.The Master Genealogist, Teresa Pask / Slide 44 teresa.pask@pask.org.uk
  41. 41. Other Features  Place  Place Index  Sources  Relationships  Style  Page Sizes  Lists  Charts  Stylesheets DemonstrationThe Master Genealogist, Teresa Pask / Slide 45 teresa.pask@pask.org.uk
  42. 42. Place Use Place Style from TMG PreferencesThe Master Genealogist, Teresa Pask / Slide 46 teresa.pask@pask.org.uk
  43. 43. TMG Utility Available from http://www.johncardinal.com TMG should not be running when you use Second Site.The Master Genealogist, Teresa Pask / Slide 47 teresa.pask@pask.org.uk
  44. 44. Citations Change Citations changes a reference from one source to another source while also setting the citation detail (CD). It can be used to consolidate sources or make other changes to source citations.The Master Genealogist, Teresa Pask / Slide 48 teresa.pask@pask.org.uk
  45. 45. Sentences – Rename Language Rename Language changes all occurrences of language "A" in tag types, events, and names to language "B". Very useful for converting to UK Version when upgrading from US VersionThe Master Genealogist, Teresa Pask / Slide 49 teresa.pask@pask.org.uk
  46. 46. Conclusion: Summary The Master Genealogist is:  Very comprehensive – covers all major requirements + more  Version 6.0+ UK specific  Support – incl Support Forum  Extensive user groups  Customizable – Can be overwhelming in the beginning Any Questions ?The Master Genealogist, Teresa Pask / Slide 50 teresa.pask@pask.org.uk
  47. 47. More Information: The Master Genealogist Available from: TWR COMPUTING Unit G5 Mexborough Business Centre, College Road MEXBOROUGH, South Yorkshire, S64 9JP Telephone 01284 828271 http://www.twrcomputing.co.uk/  The Master Genealogist Gold UK Edition v8 -- full retail pack £44.95 Or Wholly Genes Software  www.whollygenes.com  Download only: $59.00  There is an option to download a 30-day free trial (44 Megs), available from http://www.whollygenes.com/Merchant2/merchant.mvc?screen=TMGThe Master Genealogist, Teresa Pask / Slide 51 teresa.pask@pask.org.uk
  48. 48. More Information: Web Sites My websites www.uridge.org www.pask.org.uk Terrys TMG Tips [Terry Reigel] http://tmg.reigelridge.com/TOC.htm SecondSite & TMG Utility http://www.johncardinal.com/ TMG User Group http://www.rootsweb.com/~ohcagg/tmg/ lists lots of links, handouts, information etc.The Master Genealogist, Teresa Pask / Slide 52 teresa.pask@pask.org.uk

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